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Welcome to InvestorFi. It’s good to see you.
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Get savvy in Queensland with the best home loan solutions for investors.
We specialize in financial strategies for Property Investors, catering to everyone from novices to experts. Whether you’re an active or passive investor or simply need help getting started, we have the expertise to educate and guide you on your investment journey.
InvestorFi, established in 2022, is a collective force of individual brokers with a wealth of experience now serving Western Sydney. With us, you gain access to a team of property investment specialists dedicated to delivering the best possible service.
As investors, we relish the chance to share our passion and expertise with like-minded people. We have complete faith in our thoroughly tested approaches and welcome the chance to spread positivity whenever we can.
Here is what you can expect from the mortgage broking process
InvestorFi’s seasoned investor strategists provide customized property investment solutions. As finance brokers in Australia, we cater to complex client needs.
InvestorFi believes knowledge is power that’s why we offer education and resources to keep you up-to-date on the latest property investment trends.
InvestorFi stands out among finance brokers in Australia for our trust, long-term relationships, and ongoing guidance. Our clients embark on successful property investment journeys, often turning into satisfied advocates.
In today’s property investment market, building a strong financial strategy is crucial. This requires a blend of art and science to identify opportunities, manage risks, maximise returns, and create long-term wealth. While science plays a vital role, human intuition and market awareness are equally essential for success.
Collaboration is one of our core values. We embrace complex scenarios with the same precision and teamwork as surgeons do in the operating room. Our team comprises mortgage brokers who work closely together to find meaningful solutions for even the most challenging situations.
We don’t just provide a quick fix; we’re committed to the long haul because this game is all about endurance. Build a team of seasoned investors and financial experts to surround yourself with.
Get in touch with us today, and let’s start building a solid financial future for you.
If you’re looking for a reliable, trustworthy mortgage broker, it’s important to find one that is in compliance with the National Consumer Credit Protection (NCCP) Act 2009. Mortgage brokers have a legal obligation to provide residential investment loans with care and according to regulations that are in place to prevent you from experiencing any financial harm.
The National Credit Law sets out guidelines for creditors, including requirements to reject credit applications when borrowers are unable to afford the credit or their loan falls short. Additionally, those in default under a SACC are unable to take out any more borrowing. Keep reading for more information on our responsibilities under the National Consumer Credit Protection Act. Find out how we can support your needs today.
National Consumer Credit Protection Regulations 2010.
All borrowers require proof of income except those who receive direct salary payments into their accounts. This can be shown with bank statements spanning the last three to six months for casual employees or payslips and an employment contract with base income details.
In the case of self-employment, personal tax returns from the last two years, along with an ATO assessment letter, are required. For business tax, financial statements must cover the last two consecutive years’ profit & loss information.
Submit a statement from estate/property management and current lease agreement to prove rental income, while tax returns indicating ownership details will do too.
Government benefits will require a letter specifying the benefit amount and incomes from other sources, such as investments and demand documents. A detailed estimate of living expenses is necessary, along with rental expenses breakdown if earning rental income. Existing property security requires a rates notice that includes the street address. To apply for a loan, clients must provide valid photo identification such as the Australian Driver’s Licence, Passport, or other identification proofs such as the Centrelink Pension Card, Birth Certificate, or Citizenship Certificate.
Getting approved for a home loan isn’t guaranteed. There are three approval stages you need to know: pre-approval, conditional approval, and full approval. To receive full approval, the lender conducts a property valuation. The settlement period takes around four to six weeks, starting from the contract’s signing until settlement day.
We at InvestorFi offer a direct email address (contact@investorfi.com.au) in case you have any questions. Get in touch with us anytime!
InvestorFi provides services across Australia and has a dedicated Regional Director – Will Taweel – for Queensland. For further information, drop him a message on will.taweel@investorfi.com.au or call 0424 199 391.
InvestorFi was established in 2022 by a team of industry experts with a collective experience of over 60 years. Our mission: to help you achieve the Australian Dream of owning with a modern day twist – Property Investment.
At InvestorFi, we are dedicated to providing unparalleled financial services through our team of expert mortgage brokers. With a Certificate IV Finance & Mortgage Broking accreditation and a diverse range of qualifications, including MBAs and Bachelor’s Degrees, our team is primed to offer a wealth of knowledge and expertise.
We understand that knowledge is power, and we’re committed to sharing that power with you. You’ll find a plethora of tools and articles on our website designed to help you make the most informed decisions about your finances.
Don’t wait – get started today by reaching out to us!
InvestorFi, powered by Connective, offers a comprehensive range of services for mortgage brokers. Connective is a renowned provider that assists brokers in managing their operations more effectively. With value-added services, such as administrative support and customer relationship management systems, Connective helps brokers achieve more.
Gain access to top industry lenders and enjoy competitive pricing on mortgages and related products with InvestorFi. By partnering with Connective, InvestorFi provides incomparable services that cater to unique client needs.
Explore Connective’s products and services by visiting our website. Experience an impeccable range of services designed to take your mortgage brokerage to the next level.
To obtain a loan, certain documents will be needed to verify your income. With the exception of direct salary payments, borrowers must provide proof of earnings through dependable means. Casual employees need bank statements showcasing the previous three to six months, as well as payslips and an employment agreement for the base salary details. Self-employed individuals must present tax returns for the last two years, combined with an ATO tax assessment letter. Business tax entails financial statements of the last consecutive two years’ profit and loss data.
Household cash flow must also be established, which consists of a detailed estimate of living expenses and a breakdown of rental expenses if the borrower has rental income. To demonstrate rental income, one could submit property management statements and the latest lease agreement. Government benefits necessitate a letter illustrating the benefits received alongside all other sources of income, such as investments and debts. To demonstrate existing property securities, borrowers can submit rates bills with the corresponding street address. To be eligible for a loan, customers must provide valid identification of themselves in the form of an Australian driver’s licence, passport or other official proofs such as the Centrelink Pension Card, birth certificate or citizenship certificate.
Getting approved for a home loan isn’t guaranteed. There are three approval stages you need to know: pre-approval, conditional approval, and full approval. To receive full approval, the lender conducts a property valuation. The settlement period takes around four to six weeks, starting from the contract’s signing until settlement day.
For more Detail on the 7 step process head to Service in the Menu on our website.
We at InvestorFi offer a direct email address (contact@investorfi.com.au) in case you have any questions. Get in touch with us anytime!
Click the button below that best describes your situation, and we will call you back asap.
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We are finance strategists in the Mortgage Broking industry, helping Australians build wealth through property investment.
Our sole purpose is to reinvent ways to keep the Great Australian Dream Alive. Because we believe it’s everyone’s right to the security home ownership affords our families and community. Yes, our niche is Finance Strategy for Property Investors, but it is not what we do that makes us tick;
it’s
Because property investment is a decisive step toward financial freedom, we cultivate lasting relationships with our clients. We ain’t just a ‘whame bam, see ya later man’ kinda outfit. In fact, our business is built entirely from our lasting relationships with our clients who have suggested us to their inner circle – their family and friends. That is a pretty big tick of approval and a sure vote of confidence.
What separates us from the rest?
Have you ever considered the difference between Mortgage Brokers?
A Broker worth their salt has a playbook of ‘scenarios’. They are finance strategies that have worked in the past. He will offer up one, two or even three scenarios that he thinks will work best for you.
But the great ones challenge the status quo, strategising new plays that serve your unique situation and financial goals. They will study, visualise, and fine-tune before offering only the best scenarios that build a rewarding property Portfolio.
They never let good be the robber of the best and only play to win!
InvestorFi is a group of finance strategists that will design a unique scenario for your state of play towards your long-term game plan.
But don’t just take my word for it.
Clients like Tony F. said: I couldn’t be happier with the service. Wayne was excellent in guiding me through and delivering a great investment loan. Very responsive and savvy investment brokers. Will continue to use their services in the next purchase.
And like Kim, Wayne is extremely dedicated, professional and a pleasure to work with. He worked tirelessly to help me secure an alternate lender before the settlement date and was extremely prompt and clear in his communications with me.
And
Robert wrote: Wayne is always very responsive and takes the time to lay out all the options in plain English.
Reviews like this make our souls sing. We’re in the business of helping people achieve real results that last!
So if you’re looking for a great Finance strategist like these incredible clients, you’re in the right place.
Gone are the days a single income could afford 2.5 kids, a pet, and a four-bedroom house in the burbs!
At InvestorFi, our sole purpose is to reinvent the great ‘Australian Dream’. Because we believe it’s every citizen’s right to the security home ownership affords our families and community, not just for today but for generations to come.
But because it’s become so difficult, it requires complex solutions. One way is to seek finance strategy before purchasing a home. This way, you can leverage your full potential to live where you want to and invest where you can afford to.
Property ownership has become a game of ‘finance strategy’, placing a premium on finance know-how. That is why we value education; our mantra is knowledge equals freedom, but knowledge shared is freedom multiplied.
There is no drought; we have hit a new era with its epic challenges. Not everyone is up for the grind it takes to keep the dream alive. That’s why we also place a premium on camaraderie. We don’t see ourselves as a ‘hit and run’ service but as a hub and a way of life.
